Filtering your results on Executive Summary Dashboard

Filters enable you to select/deselect onsite campaigns based on your filter criteria and view corresponding return on investment metrics.

1.1. To filter the results, click on the Filter button against the metrics on the Executive Summary Dashboard.

1.2. You can reach filters on the Onsite Analytics page too.

2. Select the filters that you would like to apply.Below you can see the details of each filtering option:

Status

You can use this filter to find personalizations based on their activation status, which can be Active, Test or Passive. Or, you can display all campaigns as well.

Primary Goals

When creating a personalization, you can select a Primary Goal on the Goals step. With this filter, you can find the personalization(s) that have this specific primary goal.

Secondary Goals

This filter enables you to filter the results based on all the other goals selected additionally.

Products

If you want to see the results belonging to a specific product such as Onsite Engagement or Conversion Trigger, you can use this filter to narrow the personalizations down for both Desktop Web and Mobile Web.

Significance

Significance option enables you to filter the results to see the relevant personalizations. We recommend targeting those that have a significance of 85% at the least.

Impressions

This filter is set to minimum 200 impressions by default. Any personalization that has less than 200 impressions will not be displayed on the dashboard.

Variant

Variant has all the Variation and Control Groups, which means any personalization that does not have any impressions will also be displayed. You can use this filter to target specific names.

Control Groups

You can use this option to include campaigns with or without a control group. 

Apply Filters

Once you select your filters, you can see them on top of the page. Click the Apply button to filter the results based on these selections. 

Filter Actions

On the Onsite Analytics page, click the Actions button to perform the following actions:

• Share: Provides you with the URL to copy and share your saved filters with your team members, or you can directly send them the link via email. 
• Save as Default Filters: Saves the desired filtering as the default filter on your analytics. When you come back to the page, the saved view is displayed by default.

• Reset Filters: Clears all filters except the default filters (Purchases and 200 Impressions).
  

Remove All: Clears all filters, including the default filters (Purchases and 200 Impressions).